Add an activity to a catalog workflow

Add an activity to a catalog workflow

Add an activity to a catalog workflow

You can add activities to a workflow to perform tasks such as running a script,
sending notifications, or requesting approvals. Activities can succeed or fail, which can
result in actions performed by other activities.

Before you begin

Role required: workflow_creator, workflow_admin, or
admin

About this task

After creating the workflow to add a laptop fulfillment
process, add the activities.

Procedure

Complete the following steps to add an activity that requests manager
approval.

In the Core pane, expand
Approvals and drag the activity
Approval - User onto the arrow between
Begin and End.

This activity generates an approval from the manager of the
person requesting the laptop.

Complete the form with the following information.

Name: Manager
Approval

Stage: Waiting for
Approval

User: Click the lock icon in the
Approvers section, and then click the select fields icon. Expand Requested > Requested For, and then select
Manager.

Click Submit.

Complete the following steps to add an action for when the approver rejects the
request.

Expand Utilities in the
Core pane and drag the activity
Set Values to the space below the
approval.

Complete the form with the following information.

Name:
Rejected

Stage:
Completed

Values condition builder:
[Approval] [Rejected]

Click Submit.

Drag from the yellow box beside Rejected on the
Approval - User activity to the new
Set Values activity.

Drag again from the yellow box beside Always on
the Set Values activity to
End.

This activity marks the request as rejected if the manager
rejects the request and then ends the workflow

Complete the following steps to add an action for when the approver approves
the request.

Drag the activity Set Values onto the arrow
between Approval - User and
End.

Complete the form with the following information.

Name:
Approved

Stage:
Fulfillment

Values condition builder:
[Approval] [Approved]

This activity marks the request as approved once a manager
approves it.

Click Submit.

Expand Tasks and drag the activity Create
Task onto the arrow between Approval -
User and End, add the following
information, and click Submit.

Name: Laptop
Procurement

Stage: Fulfillment

Task Type: Catalog Task
[sc_task]

Priority: 3 -
Moderate

Fulfillment group:
Procurement

Short description: Procure a
Laptop

This task tells Procurement to procure a laptop for the
user.

Expand Notifcations and drag the activity
Notification onto the arrow between Laptop
Procurement and End, add the following
information, and click Submit.

Name: Procurement

Stage: Fulfillment

To: Click the lock icon in the Addressee(s)
section, and then click the select fields icon. Expand
Requested and select Requested
For.

Subject: Your laptop has been
procured.

This activity marks the request as approved if a manager approves
it.

Drag the activity Create Task onto the arrow between
Procurement and End, and then
fill in the form.

Option

Description

Name

Set Up Laptop

Stage

Fulfillment

Task Type

Catalog Task

Priority

3 - Moderate

Fulfillment Group

Hardware

Short Description

Set up laptop.

This task tells Hardware to configure the laptop and prepare it for
use.

Drag the activity Create Task onto the arrow between
Set Up Laptop and End, add the
following information, and click Submit.

Name: Pickup Laptop

Stage: Delivery

Task Type: Catalog Task
[sc_task]

Priority: 3 -
Moderate

Assigned to: Leave the field blank, as the
script in the Advanced field assigns this task to
the requester.

Short description: Pick up
laptop.

Advanced: Select the check box and set the
Advanced Script value to:
task.assigned_to=current.requested_for;

This task informs the requester to come pick up the laptop.

Drag the activity Log Message onto the arrow between
Pick Up Laptop and End, add
the following information, and click Submit.

Name: Delivered

Stage: Completed

Message: The laptop delivery workflow
is complete.

Leaves a message in the log to record the successful completion of the
workflow.